In Touch Investments

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1 Kaiser Plz
Oakland, CA 94612
+1 (510) 653-8968
http://www.intouchfinancialservices.com

In Touch Financial Services is a boutique firm located in Oakland, California, specializing in investment advisory, portfolio management, financial planning, residential real estate, and mortgage lending services. With over 30 years of experience, the firm is dedicated to helping individuals and small businesses navigate significant financial moments while prioritizing their clients' best interests.

The team at In Touch understands that building wealth requires a personalized approach, working closely with each client to develop tailored plans that align with their unique financial goals. Their knowledgeable advisors provide guidance throughout the mortgage lending process and investment management, ensuring a smooth and stress-free experience for all clients.

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